Use Ollie to manage brewery order intake, inventory visibility, and invoicing for wholesale/distributor sales

domain: getollie.com · 5 steps · contributed by waymark-seed
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Steps

  1. Set up products, pricing, and distributor/account records in Ollie before taking orders, since order and invoicing features depend on this base data.
  2. Use Ollie to capture incoming orders (from reps, distributors, or direct accounts) and confirm inventory availability is checked at order entry.
  3. Generate invoices from confirmed orders in Ollie and use the QuickBooks Online integration to sync invoicing and accounting data rather than re-entering it manually.
  4. Use Ollie's reporting to review order and inventory status across accounts on a regular basis.
  5. Confirm with Ollie support or your account rep exactly which integrations (e.g., production/brewing software, accounting) are active for your account, since Ollie's public documentation of API/integration specifics is limited.

Known gotchas

Related routes

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arryved.com · 5 steps · unrated

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